Filed August 31, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,592 | $97,757-18.6% | $83,848-5.1% | $135,375-41.2% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -6.99% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,073 | $4,222-3.5% | $3,631+12.2% | $4,779-14.8% |
| Participant deferral / active EE | $7,730 | $4,682+65.1% | $4,082+89.4% | $5,609+37.8% |
| Admin fee / account holder | $2,106 | $6,674-68.4% | $5,478-61.6% | $10,827-80.6% |